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Andrew McCreath , Senior Portfolio Manager

Sentry Select Capital

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Market. Volatile market and it's all about Europe. Whether it's geopolitical risk in the middle east, the sovereign debt traces in Europe or the US economy. Expect it will be a turbulent several months.

An old line telephone company that came out of the ashes of US West. They had just closed the acquisition of Quest. They should be able to reap merger synergies of several hundred million dollars. Trades at about a 16X free cash flow yield and offers a dividend of 7.25%.

Owned 2 businesses. Nitrogen fertilizer and a refinery. Spun off the nitrogen fertilizer in April, which will declare a dividend of $1.92 a share. An 8% yield on the spin-off would be worth about $24 a share. CVR has a $1.3 billion position in the spin-off. CVR market cap is $2 billion and subtracting $1.3 billion gets you $0.7 billion for the refinery business. Current crack spreads generate $600 million in EBITDA this year with the replacement value of $2.8 billion.

If you want to buy it for a trade today, that is one thing but he would not be an owner of shares right now. Some of their businesses are doing really well but there are a bunch that are not particularly doing very well.

Being fined more than $150 million for allegedly misleading investors in connection with a collateralized debt obligation. Expect there will be other banks that will see similar fines. Meaningless in the grand scheme of things.

Having a great day today because the markets are up a lot but unfortunately this has become a pretty high beta stock. Believes we will continue to see downside pressure on yields in the US, which is not good for this company.

Very well positioned. Have a great balance sheet. Decent yield. There are some challenges that we have to see to get some clear sailing in the stock. European margins where disappointing last quarter and are they going to pick up? Understands that Mr. Stronach is now out of the stock. Feels this would be a better buy than the auto companies.

Solid blue-chip company. He would prefer BHP Billiton (BHP-N) because of the mix of products. This company is a major player in aluminum and iron ore where BHP has oil and copper, which he would prefer.

Company is in great shape. Really likes what they are doing in the US and will probably be a third of their business a couple of years down the road. Good Canadian franchise. This is definitely a long-term buy and hold for a portfolio.

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